Asset Manager
← All Institutions
Bard Financial Services, Inc.
Market Value
$0
-100.0%
Holdings
202
New Purchases
0
Added To
0
Closed
202
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 54 | $0 | 0% |
| Large Cap | 127 | $0 | 0% |
| Mid Cap | 14 | $0 | 0% |
| Small Cap | 5 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$298.3B
Median Market Cap
$87.0B
Avg P/E
28.6
Median P/E
22.2
Avg Dividend Yield
0.03%
Avg Beta
0.83
# Stocks
196
# ETFs / Funds
6
Top Holdings (202 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CVS | —% | — | — | — | -$8M | -107,988 | -100.0% | SOLD |
| 2 | ABT | —% | — | — | — | -$7M | -53,610 | -100.0% | SOLD |
| 3 | T | —% | — | — | — | -$6M | -230,080 | -100.0% | SOLD |
| 4 | YUM | —% | — | — | — | -$776K | -5,105 | -100.0% | SOLD |
| 5 | BDX | —% | — | — | — | -$699K | -3,735 | -100.0% | SOLD |
| 6 | ALB | —% | — | — | — | -$3M | -42,895 | -100.0% | SOLD |
| 7 | HRB | —% | — | — | — | -$253K | -5,000 | -100.0% | SOLD |
| 8 | GLW | —% | — | — | — | -$5M | -60,250 | -100.0% | SOLD |
| 9 | DIS | —% | — | — | — | -$1M | -12,175 | -100.0% | SOLD |
| 10 | CVX | —% | — | — | — | -$10M | -67,450 | -100.0% | SOLD |
| 11 | ED | —% | — | — | — | -$472K | -4,700 | -100.0% | SOLD |
| 12 | ALL | —% | — | — | — | -$2M | -8,875 | -100.0% | SOLD |
| 13 | APD | —% | — | — | — | -$3M | -9,450 | -100.0% | SOLD |
| 14 | DVN | —% | — | — | — | -$799K | -22,800 | -100.0% | SOLD |
| 15 | DINO | —% | — | — | — | -$262K | -5,000 | -100.0% | SOLD |
| 16 | LHX | —% | — | — | — | -$2M | -5,050 | -100.0% | SOLD |
| 17 | BMY | —% | — | — | — | -$2M | -42,860 | -100.0% | SOLD |
| 18 | XOM | —% | — | — | — | -$10M | -85,090 | -100.0% | SOLD |
| 19 | NEE | —% | — | — | — | -$2M | -22,960 | -100.0% | SOLD |
| 20 | AMT | —% | — | — | — | -$510K | -2,650 | -100.0% | SOLD |
| 21 | ZTS | —% | — | — | — | -$300K | -2,050 | -100.0% | SOLD |
| 22 | WU | —% | — | — | — | -$217K | -27,200 | -100.0% | SOLD |
| 23 | VEEV | —% | — | — | — | -$551K | -1,850 | -100.0% | SOLD |
| 24 | DLR | —% | — | — | — | -$465K | -2,690 | -100.0% | SOLD |
| 25 | BN | —% | — | — | — | -$217K | -3,160 | -100.0% | SOLD |
| 26 | EIX | —% | — | — | — | -$481K | -8,700 | -100.0% | SOLD |
| 27 | GVA | —% | — | — | — | -$219K | -2,000 | -100.0% | SOLD |
| 28 | CARR | —% | — | — | — | -$444K | -7,445 | -100.0% | SOLD |
| 29 | GE | —% | — | — | — | -$4M | -13,820 | -100.0% | SOLD |
| 30 | B | —% | — | — | — | -$2M | -72,625 | -100.0% | SOLD |
| 31 | ICE | —% | — | — | — | -$1M | -8,575 | -100.0% | SOLD |
| 32 | HII | —% | — | — | — | -$2M | -6,555 | -100.0% | SOLD |
| 33 | MS | —% | — | — | — | -$2M | -12,180 | -100.0% | SOLD |
| 34 | HUBB | —% | — | — | — | -$1M | -2,750 | -100.0% | SOLD |
| 35 | OTIS | —% | — | — | — | -$253K | -2,765 | -100.0% | SOLD |
| 36 | GS | —% | — | — | — | -$11M | -13,740 | -100.0% | SOLD |
| 37 | HD | —% | — | — | — | -$25M | -61,910 | -100.0% | SOLD |
| 38 | RHHBY | —% | — | — | — | -$6M | -138,650 | -100.0% | SOLD |
| 39 | UBER | —% | — | — | — | -$1M | -12,675 | -100.0% | SOLD |
| 40 | ABBV | —% | — | — | — | -$15M | -66,720 | -100.0% | SOLD |
| 41 | DHR | —% | — | — | — | -$316K | -1,595 | -100.0% | SOLD |
| 42 | CL | —% | — | — | — | -$328K | -4,100 | -100.0% | SOLD |
| 43 | CRM | —% | — | — | — | -$1M | -6,200 | -100.0% | SOLD |
| 44 | NIO | —% | — | — | — | -$78K | -10,250 | -100.0% | SOLD |
| 45 | NEA | —% | — | — | — | -$740K | -65,000 | -100.0% | SOLD |
| 46 | BLK | —% | — | — | — | -$4M | -3,675 | -100.0% | SOLD |
| 47 | MTB | —% | — | — | — | -$1M | -7,360 | -100.0% | SOLD |
| 48 | ET | —% | — | — | — | -$1M | -70,750 | -100.0% | SOLD |
| 49 | SPG | —% | — | — | — | -$336K | -1,790 | -100.0% | SOLD |
| 50 | BTI | —% | — | — | — | -$4M | -66,357 | -100.0% | SOLD |
| 51 | INFY | —% | — | — | — | -$2M | -124,340 | -100.0% | SOLD |
| 52 | GSK | —% | — | — | — | -$7M | -158,145 | -100.0% | SOLD |
| 53 | KO | —% | — | — | — | -$12M | -178,322 | -100.0% | SOLD |
| 54 | VZ | —% | — | — | — | -$12M | -276,190 | -100.0% | SOLD |
| 55 | TPR | —% | — | — | — | -$413K | -3,650 | -100.0% | SOLD |
| 56 | LOW | —% | — | — | — | -$2M | -8,375 | -100.0% | SOLD |
| 57 | SHEL | —% | — | — | — | -$5M | -65,100 | -100.0% | SOLD |
| 58 | UPS | —% | — | — | — | -$725K | -8,675 | -100.0% | SOLD |
| 59 | WEC | —% | — | — | — | -$465K | -4,060 | -100.0% | SOLD |
| 60 | IP | —% | — | — | — | -$290K | -6,250 | -100.0% | SOLD |
| 61 | PFE | —% | — | — | — | -$13M | -510,321 | -100.0% | SOLD |
| 62 | IBM | —% | — | — | — | -$3M | -11,605 | -100.0% | SOLD |
| 63 | BX | —% | — | — | — | -$5M | -27,625 | -100.0% | SOLD |
| 64 | PG | —% | — | — | — | -$11M | -69,386 | -100.0% | SOLD |
| 65 | GEV | —% | — | — | — | -$2M | -3,175 | -100.0% | SOLD |
| 66 | TY | —% | — | — | — | -$15M | -444,956 | -100.0% | SOLD |
| 67 | KMX | —% | — | — | — | -$1M | -28,580 | -100.0% | SOLD |
| 68 | PM | —% | — | — | — | -$8M | -48,967 | -100.0% | SOLD |
| 69 | LMT | —% | — | — | — | -$13M | -26,779 | -100.0% | SOLD |
| 70 | IFF | —% | — | — | — | -$217K | -3,525 | -100.0% | SOLD |
| 71 | KVUE | —% | — | — | — | -$3M | -155,125 | -100.0% | SOLD |
| 72 | CAT | —% | — | — | — | -$1M | -3,015 | -100.0% | SOLD |
| 73 | CCI | —% | — | — | — | -$485K | -5,025 | -100.0% | SOLD |
| 74 | UL | —% | — | — | — | -$2M | -33,800 | -100.0% | SOLD |
| 75 | KMI | —% | — | — | — | -$531K | -18,750 | -100.0% | SOLD |
| 76 | TXT | —% | — | — | — | -$422K | -5,000 | -100.0% | SOLD |
| 77 | CLX | —% | — | — | — | -$1M | -9,025 | -100.0% | SOLD |
| 78 | JPM | —% | — | — | — | -$14M | -44,060 | -100.0% | SOLD |
| 79 | EQT | —% | — | — | — | -$247K | -4,545 | -100.0% | SOLD |
| 80 | JEF | —% | — | — | — | -$1M | -19,050 | -100.0% | SOLD |
| 81 | BBWI | —% | — | — | — | -$623K | -24,200 | -100.0% | SOLD |
| 82 | BAC | —% | — | — | — | -$10M | -202,095 | -100.0% | SOLD |
| 83 | SO | —% | — | — | — | -$1M | -12,520 | -100.0% | SOLD |
| 84 | TRV | —% | — | — | — | -$1M | -3,775 | -100.0% | SOLD |
| 85 | SCHW | —% | — | — | — | -$3M | -30,025 | -100.0% | SOLD |
| 86 | MCR | —% | — | — | — | -$138K | -21,500 | -100.0% | SOLD |
| 87 | ES | —% | — | — | — | -$1M | -19,205 | -100.0% | SOLD |
| 88 | MO | —% | — | — | — | -$9M | -130,252 | -100.0% | SOLD |
| 89 | WM | —% | — | — | — | -$7M | -33,775 | -100.0% | SOLD |
| 90 | PII | —% | — | — | — | -$3M | -45,270 | -100.0% | SOLD |
| 91 | SLB | —% | — | — | — | -$481K | -14,000 | -100.0% | SOLD |
| 92 | WBS | —% | — | — | — | -$2M | -28,800 | -100.0% | SOLD |
| 93 | V | —% | — | — | — | -$2M | -6,915 | -100.0% | SOLD |
| 94 | EPD | —% | — | — | — | -$5M | -168,200 | -100.0% | SOLD |
| 95 | TMO | —% | — | — | — | -$655K | -1,350 | -100.0% | SOLD |
| 96 | VRT | —% | — | — | — | -$3M | -20,300 | -100.0% | SOLD |
| 97 | RCI | —% | — | — | — | -$1M | -43,250 | -100.0% | SOLD |
| 98 | UNP | —% | — | — | — | -$728K | -3,080 | -100.0% | SOLD |
| 99 | MLM | —% | — | — | — | -$1M | -2,250 | -100.0% | SOLD |
| 100 | WRB | —% | — | — | — | -$582K | -7,590 | -100.0% | SOLD |